CASE STUDY
Tile Refinishing and Training Company Upgrades Sales and Marketing with HubSpot Migration
Client profile
NAPCO specializes in providing high-quality refinishing products and training for kitchen and bathroom surfaces. Their services include training classes that equip individuals with the skills needed to start and grow their own refinishing business.
Case study highlights
NAPCO made the decision to switch from Creatio to HubSpot, driven by the need to automate sales processes, improve marketing efficiency and create a centralized source of truth.
Simple Machines ensured a seamless, accurate and painless migration to HubSpot Sales and Marketing Hubs by thoroughly documenting NAPCO’s processes, auditing their data and executing the transition with a priority on clean data and scalable architecture.
Key deliverables
- Creatio to HubSpot CRM migration
- HubSpot onboarding, training and implementation
- Development of custom reporting and dashboard
- Ongoing HubSpot managed services
- Demand generation strategy
The Challenge
- NAPCO had set aggressive goals to grow their tile refinishing and training programs, and hitting the goals would require a more efficient, effective approach to sales and marketing.
- The team knew they had outgrown Creatio, which had technical limitations that were hampering their efforts to scale up marketing and sales.
- While HubSpot Marketing and Sales Pro had been identified as the ideal solution, the NAPCO team was hesitant to embark on another migration after two previous CRM platforms failed to meet their needs.
The Solution
- Simple Machines addressed the migration challenges head-on by presenting our tested process for mapping out data and structural improvements right from the start.
- Along with carefully migrating the data and completing the technical setup of the HubSpot environment, we worked with the sales team to develop detailed process maps that we used to build workflows for increased efficiency.
- Once the migration and implementation were complete, we provided HubSpot training to the sales team and provided documentation of the new processes.
The Results
Streamlined Data Management and Process Optimization
Strategic planning by Simple Machines, paired with NAPCO’s thorough internal collaboration, facilitated a seamless data migration. This move enabled NAPCO to refine its marketing and sales automation capabilities, notably reducing the complexity of workflows, forms, and email campaigns.
Centralized Source of Truth for Data Analysis
By integrating NAPCO’s assets with HubSpot, we helped provide a unification of data so that HubSpot dashboards and reports deliver a full line-of-sight for data-driven decision making.
More Efficient Marketing Operations
With Marketing Pro, NAPCO now has the tools in place for optimized email marketing, social media management and list segmentation for targeted, personalized marketing campaigns.
Improved User Interface and Accelerated Adoption
The migration significantly enhanced operational efficiency, making the tools for data management and marketing automation more user-friendly for NAPCO’s sales and marketing teams. HubSpot’s intuitive interface, along with its extensive educational content, ensured a faster and more efficient learning process for the NAPCO team.
They went above and beyond to help me find the perfect CRM product for our company. I am so pleased with the service I’ve received from Simple Machines. They are very responsive and knowledgeable about the implementation of HubSpot. I really appreciate their creative side and giving us a functional platform to grow our business! 3 CRM’s later and I finally feel at home!
Jackie Stuckert, Customer Service/Sales Manager, NAPCO